+464.9%
AXP vs TRV
+282.1%
+182.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.6% |
| 7D | +0.6% | +0.5% | +0.1% | +0.2% |
| 30D | -4.3% | -4.9% | +0.5% | -1.2% |
| 3M | +4.7% | +23.7% | -19.0% | -10.5% |
| 6M | +9.0% | +20.3% | -11.3% | -5.4% |
| YTD | -11.1% | +27.1% | -38.2% | -25.9% |
| 1Y | +1.3% | +35.3% | -34.1% | -19.4% |
| 3Y | +114.5% | +139.8% | -25.3% | +8.8% |
| 5Y | +118.0% | +153.9% | -35.8% | +3.2% |
| 10Y | +464.9% | +285.9% | +179.1% | +112.9% |
| All | +464.9% | +282.1% | +182.8% | +112.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded TRV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling